Member Info for Wiseinvestor23

I’m listening live

Boris - we’re going to massively increase spending on wind turbines in the North Sea - good for Harl

Rishi - rementions the 22bn ship building budget ( nothing we don’t already know ) but not mention of how it will be spent - Harl will undoubtedly benifit from it in different ways

And we know we’re already in tender for a 1.5bn contract out of the 22

https://www.theyworkforyou.com/debates/?id=2021-09-16b.1131.2

The spending review is tomorrow…

Revenues are higher the current mcap

The fall from 8p was well overdone

The next trading update will show continued growth

Due within the first weeks of November

https://www.linkedin.com/posts/harlandwolffplc_madeinbelfast-hwbelfast-activity-6858681321896734720-geg4

Another large ship has arrived

Boris Johnson says Appledore Shipyard will help make UK's navy the best in Europe as he unveils funding boost

The Prime Minister made the comments as he announced an extra £16.5bn will be given to the Ministry of Defence

Boris Johnson says a shipyard in Devon will play a crucial role in 'a renaissance of British shipbuilding' after unveiling a major cash injection for the Ministry of Defence.
The Prime Minster said he would spend an extra £16.5bn over four years to finance a 'once-in-a-generation modernisation' of Britain's armed forces.

He said it would protect 'hundreds of thousands' of positions and create 40,000 roles, while also enhancing Britain's standing in the world.
Among those to benefit could be Appledore Shipyard, which was bought by new operators Infrastrata, the asset management firm behind Harland and Wolff, earlier this year.

Shortly after the deal was concluded, Mr Johnson paid a visit to the shipyard - which is actively seeking hundreds of skilled workers ahead of what is projected to be a busy time for them.

And the PM mentioned the Devon shipyard earlier today as he told MPs of this defence plans.
He told the House of Commons: “We’re going to use our extra defence spending to restore Britain’s position as the foremost naval power in Europe.
“This will spur a renaissance of British shipbuilding across the UK. In Glasgow and South Belfast, Appledore and Birkenhead.

There’s about 7 regular posters here - and thousands who have no idea who Harland are, what they do and the significance of this licence and what it means for the companies future.

We’re at a great price and time for entering and sharing information helps others.

Someone said the other days that’s nothing we don’t already know, again the like 7 regular posters.

Have a good day everyone

“We saw the commitment this government and this Prime Minister has to reviving proper British shipbuilding when he visited our Appledore shipyard in August. We look forward to working with government on both defence and the Green Industrial Revolution in order to secure the future of our two shipyards, become the centre of excellence for renewable energy fabrication in the UK and build a portfolio of profitable domestic and export oriented contracts.”

Harland will receive there ML - which will re start funding discussions as FEED is already complete

2 large wind farm company visiting in the last 2 weeks

Spending review tomorrow - https://www.kentonline.co.uk/dover/news/amp/703-million-plan-to-replace-border-force-boats-to-tackle-il-256246/

https://www.insider.co.uk/news/sses-scotwind-partnership-pledges-15bn-25090523 This also

The UK defence contract due

Several ship deal I’m in the third week of October

Undervalued as we enter a news rich period - the ML will be the game changer for Harland

https://www.devonlive.com/news/devon-news/boris-johnson-appledore-shipyard-navy-4716958.amp Old nice to see boris wearing the Harland and Wolff uniform

“today the Prime Minister announced an extra £16.5bn in defence spending – the biggest investment programme in British defence since the end of the Cold War. He set out his vision to position Britain as the “foremost naval power in Europe” and by doing this enabling the “renaissance of British shipbuilding”, in particular noting the two Harland & Wolff shipyards in Belfast and Appledore, respectively, amongst others.

“We very much welcome the Prime Minister’s announcement today to increase defence spending. This builds on yesterday’s Ten Point Plan announcement, much of which will directly benefit InfraStrata, since our group, as it currently stands, spans at least half of the Prime Minister’s ten points.”

“When we acquired both the Belfast and Appledore shipyards, we set out a vision to unlock the potential of these two critical and strategic facilities. The Harland & Wolff Group is determined to making the most of this increased defence budget and commitment to UK naval power. It is clear from today’s announcement that there will be substantial packages of work available, with an additional eight Type 26 and five Type 31 vessels being confirmed in addition to Type 32 and other research vessels”

Harland & Wolff is well in the running for the Fleet Solid Support Warship programme worth circa £1.5bn. Its reclassification as a warship means that the programme has to be led by a British shipyard with a “significant proportion of the build and assembly work to be carried out in the UK”. As a significant stakeholder in Team Resolute, Harland & Wolff, unlike the current duopoly of defence primes, has the capacity and capability to deliver on this programme on time (or ahead of time) and on budget. Whilst we are friendly disruptors, we will continue to work alongside our competitors to secure the best outcome for British shipbuilding and future generations of school and university leavers.

“We saw the commitment this government and this Prime Minister has to reviving proper British shipbuilding when he visited our Appledore shipyard in August.

Bezant (AIM: BZT), the copper-gold exploration and development company, is pleased to announce that modelling of data and drill hole planning from the airborne electromagnetic (EM) and magnetic survey completed in May 2021, over a large part of its Hope Copper-Gold licence block (EPL 5796) in Namibia has highlighted four highly prospective drill targets, ready for drill testing planned for November 2021.
 
Highlights:
 
· Modelling and drill hole planning of data from Bezant's helicopter-borne EM survey, covering about 3,000 line kms along a 130km strike extent of the Matchless Copper Belt on EPL 5796 has highlighted at least four highly prospective drill targets
· The EM survey was designed to look for buried extensions of the Hope and Gorob-Vendome deposit cluster on EPL 5796, as well as testing the extensive underexplored potential through EPLs 7170 and 6605
· Two previously undrilled anomalies with similar signatures to established deposits are located in close proximity to the Gorob-Vendome deposit cluster
· A third undrilled anomaly 1.8km in length with similar signatures to established deposits is located along strike to the east of the Hope and Anomaly West deposit cluster
· A fourth target, approximately 2km in length has also been discovered in a new area with no record of previous exploration
· Arrangements for approximately 3,000m of diamond drilling to test these new EM targets are well advanced, with start-up planned for November 2021

Revenues were higher than the current Mcap in the last trading update - will likely have increased further in our next update over the coming weeks.

Undervalued stock

"Alpha Growth Regulatory News. Live ALGW RNS. Regulatory News Articles for Alpha Growth Plc Ord Gbp0.001" https://www.lse.co.uk/rns/ALGW/trading-update-q2-2021-jphv9iokop25yt6.html

Key Highlights for the quarter.

· Aggregate assets under control of the group have grown by circa $40m in the past quarter alone, increasing from $300m to circa $340m.

· Providence Life Assurance Company (PLAC) has increased its balance sheet assets from $275m to over $308m, an increase of more than $33m.

· The Black Oak Alpha Growth Fund has increased to circa $30m in assets, up from $22m at the beginning of the year and an increase of $4.5m in the past quarter alone.

· A strategic relationship has been formed with Eaton Partners, a tier 1 capital introducer, to further accelerate growth in AUM. Eaton Partners have been instrumental in raising over $100bn in capital for funds since inception and are extremely well regarded in the industry.

· Peter Gilman has been appointed as a special advisor to Alpha Growth. Peter is the former CEO and founder of Aegon Extraordinary Markets where he successfully built a business that generated revenues in excess of $2bn.
Alpha Growth has enjoyed an extremely strong first half of the year and continues to build upon its three main strategies; the following table outlines these strategies which have all been built around key client trends and market requirements.

https://www.vo x markets.co.uk/articles/john-wood-of-harland-wolff-infrastrata-mou-with-navantia-and-windar-renovables-be85514/

8minutes in - first UK defence contract due in a few weeks - also at 8minutes a several ship deal in October but I’m not sure if that’s referring to this - https://www.linkedin.com/posts/john-wood-34601247_seatruck-seatruckferries-belfast-activity-6856970343689527296-tWLi

The Company has reviewed the conditions attached to the draft Marine Licence and believes that they are fair and reasonable, and therefore, acceptable, which will lead to the issuance, by DAERA, of the full Marine Licence within the next 28 days. The issuance of this licence will facilitate the abstraction and discharge of seawater and brine respectively during the cavern formation.

Application for a Marine Licence for the Islandmagee Gas Storage Project - Notice of Environmental Consent Decision

Date published: 13 October 2021
Last updated: 20 October 2021

Topics:

Marine

 

Marine and coast

 

Marine licensing and permits

DAERA wishes to thank individuals and organisations who have responded to a consultation on the marine licence application, and to the reviews of the discharge consent and abstraction licence for the proposed Islandmagee Gas Storage development.
Based on the information received through consultation, DAERA as the Marine Licensing Authority concludes that EIA consent under the Marine Works (Environmental Impact Assessment) Regulations, 2007, as amended can be given, and a draft of the licence the Department proposes to grant has been issued to Islandmagee Energy Limited. The Marine Licensing Authority, through assessment of the environmental impacts detailed within the Environmental Statement and through consultation is satisfied that all material considerations have been assessed and adequate mitigation has been identified to minimise the impacts of the project.

https://www.daera-ni.gov.uk/publications/application-marine-licence-islandmagee-gas-storage-project-notice-environmental-consent-decision

Today the Prime Minister announced an extra £16.5bn in defence spending – the biggest investment programme in British defence since the end of the Cold War. He set out his vision to position Britain as the “foremost naval power in Europe” and by doing this enabling the “renaissance of British shipbuilding”, in particular noting the two Harland & Wolff shipyards in Belfast and Appledore, respectively, amongst others.
“We very much welcome the Prime Minister’s announcement today to increase defence spending. This builds on yesterday’s Ten Point Plan announcement, much of which will directly benefit InfraStrata, since our group, as it currently stands, spans at least half of the Prime Minister’s ten points.”

https://californianewstimes.com/northern-ireland-expected-to-give-go-ahead-to-gas-storage-facility/556822/

https://www.newsletter.co.uk/business/green-light-for-islandmagee-gas-storage-caverns-construction-says-energy-firm-3417181

https://www.belfasttelegraph.co.uk/business/northern-ireland/gas-storage-project-off-coast-of-ni-given-green-light-creating-400-jobs-during-construction-40944249.html

https://www.larnetimes.co.uk/business/green-light-for-islandmagee-gas-storage-caverns-construction-says-energy-firm-3417181

Per annum potential at 80% capacity*

And regards to doing your research not only on the company.

Infas flagship project was island Magee and we didn’t have the ship and wind side of things then - have you all considered that the 4 docks have 500mil revenues per annum

While there’s a 22bn ship building budget and that we’re currently in tender for a 1.5bn contract - with boris Johnson speaking about a ship building reconnaissance

Harland and Wolff meet more than of half of the governments 10 point plan

We’re also a gas crisis - https://www.bbc.co.uk/news/uk-northern-ireland-58979590

Someone in here corrected me in saying island Magee will generate 75mil per annum for 60 years

I don’t understand the conservation here but also don’t mind at all - harls a completely different company to what infa was

Now*

I’m approaching 100 hours of research

Simple questions - after the ML - are we not in the strongest position in 52wks and also open to restart funding negations

https://www.harland-wolff.com/news/infrastrata-ceo-confirms-6-parties-interested-in-offtake-agreements/

Vitol previous signed the term sheet before ML issues

https://en.m.wikipedia.org/wiki/Vitol

Im not joining you as an investor in this company as I see the same upside potential as hopefully you do.

Very comfortable with my research that from the current 33mil mcap if even 20% capacity comes from the ship side that 125mil revenues per annum - https://www.linkedin.com/posts/activity-6856970343689527296-ca8q. We’re clearly open for business

Excluding island Magee and the rest - if LTHs don’t agree we’re undervalued and at a major turning point then I don’t understand why your invested.

Today the Prime Minister announced an extra £16.5bn in defence spending – the biggest investment programme in British defence since the end of the Cold War. He set out his vision to position Britain as the “foremost naval power in Europe” and by doing this enabling the “renaissance of British shipbuilding”, in particular noting the two Harland & Wolff shipyards in Belfast and Appledore, respectively, amongst others.

“We very much welcome the Prime Minister’s announcement today to increase defence spending. This builds on yesterday’s Ten Point Plan announcement, much of which will directly benefit InfraStrata, since our group, as it currently stands, spans at least half of the Prime Minister’s ten points.”

“When we acquired both the Belfast and Appledore shipyards, we set out a vision to unlock the potential of these two critical and strategic facilities. The Harland & Wolff Group is determined to making the most of this increased defence budget and commitment to UK naval power. It is clear from today’s announcement that there will be substantial packages of work available, with an additional eight Type 26 and five Type 31 vessels being confirmed in addition to Type 32 and other research vessels”

Harland & Wolff is well in the running for the Fleet Solid Support Warship programme worth circa £1.5bn. Its reclassification as a warship means that the programme has to be led by a British shipyard with a “significant proportion of the build and assembly work to be carried out in the UK”. As a significant stakeholder in Team Resolute, Harland & Wolff, unlike the current duopoly of defence primes, has the capacity and capability to deliver on this programme on time (or ahead of time) and on budget. Whilst we are friendly disruptors, we will continue to work alongside our competitors to secure the best outcome for British shipbuilding and future generations of school and university leavers.

“We saw the commitment this government and this Prime Minister has to reviving proper British shipbuilding when he visited our Appledore shipyard in August. We look forward to working with government on both defence and the Green Industrial Revolution in order to secure the future of our two shipyards, become the centre of excellence for renewable energy fabrication in the UK and build a portfolio of profitable domestic and export oriented contracts.”

It’s now a 22bn budget - https://www.harland-wolff.com/news/pm-announces-largest-military-investment-in-30-years-a-comment-from-john-wood/

The facts ramp themselfs and we have every reason to be excited - we’re at a bottom and after the ML we’re never see these prices again

The Company has, over the past 18 months, proceeded through various phases which have included, the acquisition of assets, significant upgrades to all its facilities, the introduction of state-of-the-art technology and has simultaneously established a substantial sales pipeline.
 
The Company is now at its final stage of full reactivation of all its yards, which involves building a multi-year backlog for its facilities across its five key markets: defence, cruise and ferry, commercial, renewables and energy. The Company believes that this change of name will better reflect its ambition in expanding its core business and the significant development of its shipbuilding and fabrication activities.
 
The Company's flagship Islandmagee gas storage project will retain its name, with management remaining focused on obtaining the Marine Construction Licence and Final Investment Decision (FID) thereafter. Whilst the project now has substantially more life expectancy with the need for major volumes of hydrogen storage (subject to regulatory approvals) it is a relatively straightforward technical change to make in a phased approach as the project transitions from gas to hydrogen over time.

John Wood, CEO of InfraStrata plc commented on today's announcement: "We are delighted to make this announcement today, signalling the end of upgrade and reactivation phases. With the new national shipbuilding strategy due to be released in the autumn and the government's 10-point plan for a Green Industrial Revolution, we have confidence that the shipbuilding and fabrication business will deliver substantial value to all our stakeholders as we enter this exciting new stage of building our multiyear backlog of projects.
 
Since acquiring Harland & Wolff in December 2019, we have seen the organisation grow significantly; in August 2020 we reopened what is now known as Harland & Wolff (Appledore) and in February 2021, we acquired two ex-BiFab sites based in Scotland - now renamed Harland & Wolff (Arnish) and Harland & Wolff (Methil) respectively giving us one of the largest fabrication footprints dedicated to our core markets, in addition to two of the largest drydocks in Europe which at 80% capacity could give sales of in excess of £500m per annum when operational efficiencies have been achieved.

In 2019 we were only about island Magee - which 65mil was spent on the FEED I found yesterday in a 2019 presentation delivered on time and under budget

Now we have the ship build side and have started generating revenue - figures quoted about

I hate the word ramping - all of infastratas history always about IM - after the ml we’re back to funding negations

https://youtu.be/bgThyc6Y6QU Old video but this is when we was about to sign with vitol - until ML issues - in 18 days we will have no more issues - and then we only island Magee, now we have the ship side and the wind side -

The name change is well timed as Harland is a completely different company to

I also found yesterday 65million was spent on island Magees FEED study -

Excluding all of Harlands infrastructure on the ship and wind side of things

Strongest position in the last 24 months and currently undervalued

With 500mil per annum capacity for the ship side of things alone - after the ML license is granted, breaking the 52 weeks highs is the first target and that would still be cheap